[Hiring] Client Onboarding Specialist @brightfin

Role Description

Client Onboarding Specialists are instrumental in the success of an implementation. This position assists the client onboarding manager in the collection and mapping of critical customer data, coordination of internal teams and customer training, all of which are intended to ensure a seamless customer implementation and positive overall customer experience.

• Collects carrier/provider details:
• Creates LOAs, coordinates execution between parties, validates finalized copies.
• Manages data collection, status tracking, and communications regarding:
• LOAs
• Accounts/FANs
• Carrier Portal Access
• Credential logging - 1Password
• Paper invoice conversion, PO box redirection
• Invoice Collection
• Configuration for standard allocation/audit/reconciliation/rules
• Financial periods and Accruals
• Assists operational onboarding manager in the efforts and configures the below with coordination with the Invoice Team:
• Initial invoices upload
• Audit/Reconciliation
• Data/Mappings validation
• Optimization + presents results + coordinates the implementation
• Fulfilment tasks/catalog/API configuration
• Participates in discussions regarding additional implementation discussions & service deployment:
• ServiceDesk
• Logistics
• Third Party services (Fixed, UEM, Bill Pay)
• Participates in customer UAT
• Assists operational onboarding manager in the creation of documentation of operational processes established during onboarding for Operations team:
• Optimization
• Fulfillment
• Audit/Reconciliation/Cost Allocation
• Participates in operational go-live readiness sign-off

Qualifications

• Bachelor's Degree in appropriate field of study or equivalent work experience
• Knowledge and experience with Software Development Life Cycle (SDLC) models, Agile methodologies is highly valued
• ServiceNow experience a plus

Requirements

• Excellent verbal and written communication skills
• Excellent interpersonal and customer service skills
• Excellent sales and customer service skills
• Excellent organizational skills and attention to detail
• Excellent time management skills with a proven ability to meet deadlines
• Strong analytical and problem-solving skills
• Strong supervisory and leadership skills
• Ability to prioritize tasks and to delegate them when appropriate
• Ability to function well in a high-paced and at times stressful environment
• Proficient with Microsoft Office Suite or related software

Benefits

• Medical insurance — after successful completion of the probationary period
• Equipment — we set up everything you need to work comfortably from home
• Full FOP administration — we handle all administrative matters related to your business entity
• Unlimited paid time off — coordinated with your team; we trust you to manage your time responsibly
• Annual salary review — based on performance review outcomes
• Parental leave — we support you through every stage of life
• Comfortable remote setup — we care about your day-to-day work experience